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Remote Financial Coordinator Jobs in Georgia (NOW HIRING)

Flex HR

Financial/Investment Consultant

Atlanta, GA · On-site +1

$55K - $85K/yr

Financial/Investment Consultant CPA Tax Advisors • Remote (Must Reside in Georgia) -- ~10% On ... planning strategies, coordinating with the firm's tax and accounting professionals where ...

New

Ascend Medical

Remote Care Coordinator

Atlanta, GA · On-site +1

$18.50 - $25/hr

Remote Care Coordinator Position Summary The Remote Care Coordinator (RCC) delivers longitudinal ... Identify social, financial, access, or other barriers that may affect the patient's ability to ...

First American

$26.88 - $35.82/hr

Coordinates multi-site project intake and transaction management. Reviews and validates the ... financial transactions, and the ability to meet customer-imposed criminal history requirements.

New

Schreiter Agency

UNION BENEFITS COORDINATOR

Athens, GA · On-site +1

$54K - $110K/yr

NOW HIRING: Full-Time Customer Benefits Representative & Coordinator Entry-Level | Remote | No ... build long-term financial security High-energy, collaborative, and supportive team culture ...

Schreiter Agency

Union Benefits Coordinator

Savannah, GA · On-site +1

$54K - $110K/yr

NOW HIRING: Full-Time Customer Benefits Representative & Coordinator Entry-Level | Remote | No ... build long-term financial security High-energy, collaborative, and supportive team culture ...

World Wide Technology

Project Coordinator

Athens, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Carrollton, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Atlanta, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Savannah, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Augusta, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Lawrenceville, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Valdosta, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Kennesaw, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

World Wide Technology

Project Coordinator

Macon, GA · Remote

$24.81 - $31.01/hr

Remote - Nationwide, United States Project Coordinator, IT Infrastructure Why WWT? At World Wide ... Experience with financial processes; ability to understand, analyze and create financial reports

New

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Remote Financial Coordinator information

What is a remote financial coordinator?

A Remote Financial Coordinator is a professional who manages financial tasks and processes for an organization while working from a remote location. Their responsibilities typically include budgeting, expense tracking, financial reporting, invoicing, and coordinating with other departments to ensure financial accuracy and compliance. They often use digital tools and communication platforms to collaborate with team members and clients. This role is ideal for individuals who have strong organizational and analytical skills and prefer flexible work arrangements. Remote Financial Coordinators are employed across various industries, including healthcare, education, and corporate finance.

What are the key skills and qualifications needed to thrive as a remote financial coordinator?

To thrive as a Remote Financial Coordinator, you need strong analytical abilities, attention to detail, and a solid understanding of financial principles, often supported by a degree in finance or accounting. Familiarity with financial management software, spreadsheets, and tools like QuickBooks or SAP is typically required, along with knowledge of secure document transfer and virtual collaboration platforms. Excellent time management, communication, and problem-solving skills help you efficiently coordinate financial tasks and build trust while working independently. These skills ensure accurate financial operations, compliance, and effective remote collaboration with teams and clients.

How does a remote financial coordinator typically collaborate with other departments while working off-site?

As a Remote Financial Coordinator, you'll regularly collaborate with teams such as accounting, operations, and management through virtual meetings, email, and project management platforms. Clear and proactive communication is essential, as you'll be responsible for gathering financial data, clarifying budgetary needs, and ensuring timely reporting. Many organizations utilize cloud-based financial tools, which support seamless document sharing and real-time updates. Building strong remote relationships and maintaining transparency help ensure smooth cross-departmental workflows.

What is the difference between Remote Financial Coordinator vs Remote Bookkeeper?

AspectRemote Financial CoordinatorRemote Bookkeeper
CredentialsFinancial certifications (e.g., CFP, CPA), relevant finance experienceBasic accounting or bookkeeping certifications, experience with financial record-keeping
Work EnvironmentCollaborates with financial teams, client-facing tasks, financial planningMaintains financial records, processes transactions, reconciles accounts
Employer & Industry UsageFinancial services, consulting firms, nonprofitsSmall businesses, accounting firms, freelance bookkeeping
Search & Comparison IntentLooking for financial coordination roles, client managementSearching for bookkeeping or accounting roles

The main difference is that a Remote Financial Coordinator handles financial planning, client interactions, and coordination tasks, often requiring financial certifications. In contrast, a Remote Bookkeeper focuses on maintaining financial records, processing transactions, and reconciling accounts, typically with basic accounting credentials. Both roles are essential in financial operations but serve different functions within organizations.

What are popular job titles related to Remote Financial Coordinator jobs in Georgia?

For Remote Financial Coordinator jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Remote Financial Coordinator jobs in Georgia look for?

The top searched job categories for Remote Financial Coordinator jobs in Georgia are:

Remote Financial Coordinator jobs near you
Infographic showing various Remote Financial Coordinator job openings in Georgia as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Financial/Investment Consultant

Flex HR

Atlanta, GA • On-site, Remote

$55K - $85K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 3 days ago

New

Job description

This search is being conducted by Flex HR on behalf of CPA Tax Advisors. Qualified candidates should submit a resume within.

Flex HR uses AI for document preparation and meeting transcription only — never to screen or evaluate candidates. All hiring decisions are made by a human recruiter. Roles may be posted on platforms like Indeed or LinkedIn, which are independent companies that may use AI in their own technology.

Financial/Investment Consultant

CPA Tax Advisors   •   Remote (Must Reside in Georgia) — ~10% On-Site as Needed   •   Travel up to 30% (Atlanta & South GA)

POSITION OVERVIEW

CPA Tax Advisors is seeking a Remote Financial/Investment Consultant to support clients across Atlanta and South Georgia. This role delivers private financial planning expertise directly to individuals and couples, helping clients execute tailored strategies to achieve their financial goals and grow their net worth. The ideal candidate combines strong technical financial planning knowledge with a consultative, relationship-driven approach and an entrepreneurial mindset.

KEY RESPONSIBILITIES

  Financial Strategy: Assist clients in executing tailored financial strategies that help them achieve their unique goals and increase their net worth.

  Client Planning: Deliver private financial planning expertise to individual and couple clients through in-depth, dedicated planning engagements.

  Relationship Building: Build proactive, face-to-face relationships with clients, centers of influence, and prospective clients.

  Financial Plan Development: Prepare comprehensive financial plans, including data gathering, financial condition analysis, and development of recommendations for high-net-worth clients.

  Investment Research: Research and analyze investments, strategies, and market conditions, providing sound financial advice grounded in current data.

  Portfolio Monitoring: Monitor and review client investment portfolios and performance, communicating key contributors and detractors to results.

  Cross-Disciplinary Advising: Advise clients on retirement planning, tax optimization, and estate planning strategies, coordinating with the firm's tax and accounting professionals where appropriate.

  Client Retention: Own the satisfaction and retention of the firm's high-net-worth client base.

  Client Meetings: Participate in client meetings as appropriate and respond promptly to client requests.

  Business Development: Grow and develop a client base through referrals and outside business development efforts.

  Reporting: Assist with the compilation of detailed financial reports using calculations, data, and client-approved information.

  Compliance: Maintain compliance with applicable fiduciary or suitability standards and stay current on industry regulations and market developments.

JOB REQUIREMENTS

  Education: Associate's degree or higher required.

  Licensing (Required): Series 65 or Series 7 license required.

  Experience: Prior experience in financial planning required.

  Technical Knowledge: Strong knowledge of financial planning, asset allocation, investment strategies, and account administration.

  Location: Must reside in Georgia; ability to travel to a remote office as requested if not located in the immediate area.

  Travel: Willing to travel up to 30%, primarily between Atlanta, GA and South Georgia.

  Work Style: Comfortable working in a flexible, entrepreneurial environment with a positive, can-do attitude.

  Relationship & Sales Skills: Strong interpersonal, relationship-building, and consultative sales skills.

  Technical Skills: Familiarity with financial planning and portfolio management or CRM software (e.g., Redtail or similar) is a plus.

  Preferred Certifications: CFP, ChFC, or similar financial planning credential is a plus, though not required.

COMPENSATION & BENEFITS

  Competitive Pay: Base salary of $55,000–$85,000, depending on experience and licensure, plus performance-based bonus or commission tied to business development and client growth.

  Medical, Dental, Vision: Health plans to choose from

  Paid Time Off: Choice time off and Holidays

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